Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PITCAIRN CO | COM | 1351 | $2,053,153 | 19,384 | 0.00 | 0.00 | 1,252 | 6.90 | 09-30-2023 |
COMPTON WEALTH ADVISORY GROUP LLC | COM | 1352 | $2,434,573 | 19,382 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DFPG INVESTMENTS LLC | COM | 1353 | $2,169,300 | 19,338 | 0.00 | 0.00 | -3,507 | -15.35 | 09-30-2023 |
LEGACY TRUST | COM | 1354 | $2,424,022 | 19,298 | 0.00 | 0.00 | 73 | 0.38 | 03-31-2024 |